LRIC

Long Road Investment Counsel Portfolio holdings

AUM $268M
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
-$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$532K
2 +$380K
3 +$339K
4
JPM icon
JPMorgan Chase
JPM
+$304K
5
INTU icon
Intuit
INTU
+$288K

Top Sells

1 +$1.11M
2 +$1.11M
3 +$675K
4
LOW icon
Lowe's Companies
LOW
+$530K
5
TMO icon
Thermo Fisher Scientific
TMO
+$503K

Sector Composition

1 Technology 22.62%
2 Consumer Discretionary 17.51%
3 Healthcare 16.92%
4 Industrials 13.87%
5 Financials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-700
77
-3,400
78
-1,880
79
-1,000
80
-925